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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$820K +$194K +3,562 +32%
LPL Financial
27
LPL Financial
California
$804K +$791K +14,509 New
PA
28
Parallel Advisors
California
$710K +$98.7K +1,810 +16%
RJA
29
Raymond James & Associates
Florida
$706K +$141K +2,592 +26%
SIAS
30
Shine Investment Advisory Services
Colorado
$666K +$171K +3,146 +35%
UBS Group
31
UBS Group
Switzerland
$665K +$645K +11,825 +6,462%
BAM
32
Baldrige Asset Management
Pennsylvania
$629K +$193K +3,541 +45%
BCI
33
Brinker Capital Investments
Pennsylvania
$574K +$77.7K +1,425 +16%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$551K +$183K +3,352 +51%
SC
35
Savant Capital
Illinois
$535K +$305K +5,590 +137%
SEI Investments
36
SEI Investments
Pennsylvania
$513K +$503K +9,236 New
Creative Planning
37
Creative Planning
Kansas
$499K +$491K +9,000 New
Stifel Financial
38
Stifel Financial
Missouri
$455K +$448K +8,221 New
CFIA
39
Cantor Fitzgerald Investment Advisors
New York
$430K +$423K +7,768 New
AA
40
Alesco Advisors
New York
$424K -$69.5K -1,275 -14%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$406K
WB
42
WesBanco Bank
West Virginia
$377K +$136K +2,500 +58%
PA
43
Parkside Advisors
California
$338K +$332K +6,097 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$335K -$736K -13,511 -69%
HGWM
45
Harvest Group Wealth Management
Massachusetts
$326K +$321K +5,886 New
TIA
46
Traphagen Investment Advisors
New Jersey
$273K -$4.91K -90 -2%
Prudential Financial
47
Prudential Financial
New Jersey
$252K +$248K +4,550 New
WIA
48
World Investment Advisors
California
$241K -$5.07K -93 -2%
ATWA
49
Arbor Trust Wealth Advisors
Michigan
$241K +$237K +4,346 New
RA
50
RFG Advisory
Alabama
$240K +$236K +4,324 New